Partners

Greater Toronto

Dawnyca has been business development manager for the greater Toronto area for over seven years. Her focus is on educating and working with private business owners, their families and their key advisors (accountants and attorneys) to accomplish great things for themselves and future ownership.

Waterloo Region

One of our most successful regional partners, Ogilvie Daugherty with the assistance of Stephen Southern, have been leading the capital engineering conversation and working with many owners within the Kitchener Waterloo private business community.

Burlington

With more than 20 years experience as a business owner, Phil is leading the PROCORP Value Realization conversation among Oakville, Burlington and Hamilton business owners. Phil is currently (2012) the chair of the Burlington Chamber of Commerce and is the owner of Integrity Wealth Management.

Western Canada

Dick has spent the last twenty years working with private Canadian business owners focusing on mergers, acquisitions, and sales. As a result of his many years of experience, he has developed a unique sense of the challenges and complexities facing private business owners today.

The Capital Transfer Bulletin

We believe the primary reason for owning a business is to gain access to a significant amount of capital as efficiently and effectively as possible.

We have made it our business to ensure the capital your business creates is as accessible as possible. To fully realize your value you must be able to transfer capital intact to any or all of the following:

• Your personal account

• The succeeding generation of owners

• Operating accounts to finance business growth

Each bulletin shares the Capital Engineering concepts, strategies and principles we apply when we work with owners of private enterprises.

We welcome your comments and questions.

About Bill’s Book Blog

I am always reading in a very intentional fashion. My continuous quest is to improve my knowledge and understanding of what it means to be human and in particular, what it means to be a human who owns a business.

The blog is a way of sharing my thoughts on what I am reading and directing you to books that can help you in your business and your life.